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The Total Expert Marketing Operating System® (MOS) offers a compliance framework designed for the complex regulations of financial services organizations. 

Centralized Marketing Compliance 

The Total Expert MOS is an enterprise system of record for all aspects of financial services marketing compliance management.

  • Complete Control over Your Brand

    Avoid compliance mishaps with a solution designed to safeguard the reputation of enterprise financial organizations.

  • Faster Sales and Marketing

    Increase speed to market with compliant messaging that you can approve and your teams deploy in mere clicks.

  • Worry-Free Audits

    Create and store on-demand reports for comprehensive audit trails across every marketing and co-marketing asset.

Enterprise Compliance Reporting 

Track all marketing and co-marketing assets across the customer journey with on-demand features and audit reporting all in one place.

  • Simple Permissions and Workflows

    Single system of record for managing compliance for every marketing asset, including automated workflows, access controls and content approvals.

  • Future-Proof Compliance

    Monitor all marketing activities for compliance with a central solution that evolves with the regulatory changes of the financial services industry.

  • Conquer Strict Marketing Regulations

    Achieve top-down enterprise visibility with automated record keeping and on-demand audit reports to maintain marketing compliance.

Complete Co-Marketing Visibility 

Capture the benefits of co-marketing with internal and external partners with a centralized system of record covering all activity, including disclaimers, licensing, asset permissions, payments, distributions and cost allocation.

  • Track Every Pixel and Payment

    Mortgage lenders can calculate every granular co-marketing detail with Total Expert’s markup tool. Automate and assign co-marketing payments from deployed marketing assets.

  • Lock Marketing Templates

    Avoid accidental deployment of non-compliant assets with top-down administrative control to manage approval workflows and permissions.

  • Manage Workflows and Permissions

    Create customized approval workflows with highly-detailed tracking and reporting to meet your organization’s existing operations and needs.

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